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Portfolio (Quarterly) Guide ↗

SPIRIT OF AMERICA MANAGEMENT CORP/NY

· CIK 0001041283
13F Portfolio $499M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 308 New
Page 2 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VST Vistra Energy Corp. Utilities 30,850.0 $6.0M 1.21% NEW $195.92 -18.7%
22 XOM Exxon Mobil Corp. Energy 52,547.0 $5.9M 1.19% NEW $112.75 +29.6%
23 EPD Enterprise Products Partners LP Energy 178,136.0 $5.6M 1.12% NEW $31.27 +18.0%
24 MPLX MPLX LP Energy 108,397.0 $5.4M 1.09% NEW $49.95 +9.3%
25 CAT Caterpillar, Inc. Industrials 11,090.0 $5.3M 1.06% NEW $477.15 +85.5%
26 EQIX Equinix, Inc. Real Estate 6,510.0 $5.1M 1.02% NEW $783.24 +35.8%
27 WES Western Midstream Partners LP Energy 127,150.0 $5.0M 1.00% NEW $39.29 +10.7%
28 OKE ONEOK, Inc. Energy 65,872.0 $4.8M 0.96% NEW $72.97 +16.7%
29 HESM Hess Midstream LP Energy 137,837.0 $4.8M 0.95% NEW $34.55 +9.4%
30 ABBV AbbVie, Inc. Healthcare 20,550.0 $4.8M 0.95% NEW $231.54 -5.9%
31 DLR Digital Realty Trust, Inc. Real Estate 26,681.0 $4.6M 0.93% NEW $172.88 +10.4%
32 OKLO Oklo, Inc. Utilities 40,850.0 $4.6M 0.92% NEW $111.63 -41.6%
33 NEE NextEra Energy, Inc. Utilities 57,225.0 $4.3M 0.87% NEW $75.49 +13.8%
34 TLN Talen Energy Corp. Utilities 10,100.0 $4.3M 0.86% NEW $425.38 -9.8%
35 PAA Plains All American Pipeline LP Energy 250,300.0 $4.3M 0.86% NEW $17.06 +32.3%
36 IRM Iron Mountain, Inc. Real Estate 38,950.0 $4.0M 0.80% NEW $101.94 +24.4%
37 COP ConocoPhillips Energy 38,604.0 $3.7M 0.73% NEW $94.59 +20.4%
38 MCK McKesson Corp. Healthcare 4,670.0 $3.6M 0.72% NEW $772.54 -2.3%
39 SPG Simon Property Group, Inc. Real Estate 17,950.0 $3.4M 0.68% NEW $187.67 +9.4%
40 AVB AvalonBay Communities, Inc. Real Estate 17,290.0 $3.3M 0.67% NEW $193.17 -5.6%
Page 2 of 16  ·  308 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 31.4%
Technology 16.9%
Real Estate 14.9%
Utilities 13.9%
Financial Services 4.9%
Industrials 4.4%
Communication Services 4.0%
Consumer Cyclical 3.2%
Healthcare 3.1%
Consumer Defensive 2.8%